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Timothy Plan US Small Cap Core ETF

74 hedge funds and large institutions have $118M invested in Timothy Plan US Small Cap Core ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 44 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
0.99%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
6
Increased
44
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
51
Schwallier Wealth Management
Michigan
$257K -$12K -311 -4%
MFWP
52
Mosaic Family Wealth Partners
Missouri
$245K +$7.19K +186 +3%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$215K -$406K -10,118 -65%
Raymond James Financial
54
Raymond James Financial
Florida
$211K -$8.43K -218 -4%
HWA
55
HHM Wealth Advisors
Tennessee
$157K +$32.9K +850 +26%
RF
56
Rossby Financial
Florida
$81.3K +$75.9K +1,962 +1,412%
MCA
57
Midwest Capital Advisors
Michigan
$72.3K +$39 +1 +0.1%
BTI
58
Blue Trust Inc
Georgia
$57.5K +$13.6K +351 +31%
HI
59
Harbour Investments
Wisconsin
$56K -$14.8K -382 -21%
VFA
60
Values First Advisors
Tennessee
$52.4K -$60.9K -1,574 -54%
PS
61
Principal Securities
Iowa
$49.5K -$18.7K -483 -27%
NRG
62
Nemes Rush Group
Michigan
$48K
OLVIG
63
Oliver Lagore Vanvalin Investment Group
Michigan
$42.4K +$42.4K +1,145 New
AF
64
Advisornet Financial
Minnesota
$40K +$16.3K +422 +69%
LFG
65
Larson Financial Group
Missouri
$22.1K +$1.93K +50 +10%
GM
66
GeoWealth Management
Illinois
$15.8K +$1.7K +44 +12%
AAS
67
Ameritas Advisory Services
Nebraska
$15.5K +$15.5K +400 New
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$15K +$15K +387 New
CA
69
CoreCap Advisors
Michigan
$12.4K
NEWAS
70
N.E.W. Advisory Services
Wisconsin
$6.56K -$82.8K -2,146 -93%
CAM
71
Creekmur Asset Management
Illinois
$6.31K
Fidelity Investments
72
Fidelity Investments
Massachusetts
$3.95K -$5.26K -136 -57%
Comerica Bank
73
Comerica Bank
Texas
$3.79K +$426 +11 +13%
Morgan Stanley
74
Morgan Stanley
New York
$39 +$39 +1 New
EA
75
Efficient Advisors
Ohio
-$244K -6,581 Closed